← All themes

Autonomous Driving

Autonomous driving replaces the driver with sensors, maps, and software, first in controlled settings and then on open roads. Value shifts away from the vehicle towards the perception stack and the service that operates it.

53 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
126
William Blair Investment Management
William Blair Investment Management
Illinois
$367M -$25.1M 2 1.22% Reduced
127
Aperio Group
Aperio Group
California
$364M +$45.7M 7 1.08% Increased
128
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$364M -$6.36M 3 0.96% Reduced
129
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$358M +$187M 3 0.66% Increased
130
LPL Financial
LPL Financial
California
$357M +$47.7M 12 0.46% Increased
131
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$352M +$18.8M 1 2.24% Increased
132
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$345M +$84.6M 7 0.52% Increased
133
Royal London Asset Management
Royal London Asset Management
United Kingdom
$343M -$13.6M 6 1.8% Reduced
134
TD Asset Management
TD Asset Management
Ontario, Canada
$336M +$98.6M 4 0.41% Increased
135
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$327M -$24.1M 1 1.85% Reduced
136
AQR Capital Management
AQR Capital Management
Connecticut
$325M +$53.5M 5 0.58% Increased
137
TPG Group Holdings (SBS) Advisors
TPG Group Holdings (SBS) Advisors
Texas
$319M -$207M 1 3.54% Reduced
138
SEP
Soma Equity Partners
California
$319M -$11.2M 1 7.73% Reduced
139
A
Apoletto
British Virgin Islands
$318M +$273M 1 55.34% New
140
Swedbank
Swedbank
Sweden
$318M -$19M 3 0.93% Reduced
141
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$318M +$270M 2 9.21% Increased
142
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$312M +$54.4M 5 0.44% Increased
143
Fidelity International
Fidelity International
Bermuda
$307M -$683M 6 0.38% Reduced
144
STRS Ohio
STRS Ohio
Ohio
$303M -$5.62M 3 1.17% Reduced
145
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$301M -$20.2M 4 2.85% Reduced
146
Raymond James & Associates
Raymond James & Associates
Florida
$301M -$23.9M 10 0.33% Reduced
147
Asset Management One
Asset Management One
Japan
$296M +$3.29M 5 1.22% Increased
148
Federated Hermes
Federated Hermes
Pennsylvania
$293M -$14.7M 6 0.6% Reduced
149
Renaissance Technologies
Renaissance Technologies
New York
$291M -$22.6M 4 0.32% Reduced
150
GQG Partners
GQG Partners
Florida
$280M -$47.3M 1 0.96% Reduced